Financial Planning Explained

Financial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan Keefe

On this week's on Financial Planning: Explained, host Michael Menninger, CFP is joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering questions asked by our audience in the final leg of a four part panel series.

 

In the final Q&A episode, the guys talk about the difference between active and passive investing, growth and value stocks, and getting bumped into a higher tax bracket.

Financial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan Keefe

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again accompanied by Kyle Ryan, CFP and Ryan Keefe for part 3 of this four part Q&A series. Ryan and Kyle are both junior staff members at Menninger & Associates financial planning.

 

In part 3, the trio discusses backdoor Roth IRAs, the rules behind gifting money, and the very popular subject of how to combat inflation.

Financial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan Keefe

On this week's on Financial Planning: Explained, host Michael Menninger, CFP joined again by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are answering more questions that were asked by our audience.

 

In the second part of this four part Q&A series, the trio talks about the right time to take social security, investment allocations by age, and tax write offs.

Financial Planning Q&A Part 3 with Kyle Ryan, CFP and Ryan Keefe

This week on Financial Planning: Explained, host Michael Menninger, CFP is once again joined by Kyle Ryan, CFP and Ryan Keefe. Ryan and Kyle are junior staff members at Menninger & Associates financial planning, and are back to answer more financial planning questions as the first two-part series received such a great response.

 

In the first part of this new four part Q&A series, the guys discuss how to select 401(k) investment options, the retirement plans available to small business owners, and recouping your investment from disastrous medical bills.

Long-Term Elder Care with Bryan Adler, Esq.

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back the shows inaugural guest, Bryan Adler. Bryan is a Certified Elder Law Attorney (CELA) and Managing Partner at Rothkoff Law Group where his practice advises and counsels clients in the areas such as: elder law, life care planning, asset protection, veterans’ benefits, and many others.

 

In the previous episode, Bryan and Mike discussed Elder Law specifically, where today they are talking about Long-Term Elder Care. There are many facets involved with Long-Term Elder Care, which the two discuss. Bryan's firm happens to accommodate the various factors which people either don't realize or overlook when it comes to Long-Term care.

Long Term Care Planning with Jack Linvill

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP chats with Jack Linvill, a retired Long Term Care Planner.

 

Jack and Mike cover the origins of how Jack became a long-term care planner, some examples of individuals who need to plan for long term care, the costs incurred for care, and things that families should consider when planning for potential long term care needs.

Restaurant Ownership, Business Development, and Challenges Faced with Mike Yurcho

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP sit down with Mike Yurcho. Mike is an owner and developer of multiple Panchero's Mexican Grill stores in the New Jersey area.

Mike discusses the origins and challenges of developing a franchise in two of the most difficult eras in modern history; the 2008 recession and the 2020 pandemic.

Business Succession Planning For Your Business with Steve Goodman, CPA

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP welcome Steve Goodman. Steve is a Certified Public Accountant (CPA), and the President & Chief Executive Officer of SHG Planning.

 

Steve, Kyle, and Mike discuss the importance of succession planning for your business. Many business owners overlook or simply wait too long to design a business succession plan. The unfortunate reality is, people don’t plan to fail, they fail to plan.

College Ready: Planning & Strategy Part II with Shellee Howard

This week on Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP are joined once again by Shellee Howard. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies.

 

In part two of this College Ready series, the trio continues the discussion of college preparedness. Topics covered include: FAFSA and other financial aid avenues, EFC calculators, and choosing the right school based on financial aid.

College Ready: Planning & Strategy Part I with Shellee Howard

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP and guest host Kyle Ryan, CFP kick off a two-part series on college readiness. Mike and Kyle welcome Shellee Howard to the show this week. Shellee is the Founder and CEO of College Ready and CR Tutoring and Test Strategies. She is also a Certified Independent College Strategist and a best-selling author.

 

The trio discuss Shellee's journey as a mother of four, to help her children graduate debt free. This quickly blossomed into her own business, College Ready. They also discuss how young students can identify extracurricular activities that can set them apart from their peers.